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The Smart Retirement Investor E-lert Service

Note: The following information has not been updated by the vendor since 01/22/13.

Address:191 Eric Dr.
Palm Coast, FL 32164
Phone # for sales: 904-377-1879
Fax: 904-827-6882
Website: www.smartretirementinvestor.com
Click link to request additional product information.
E-mail address: rjolley@smartretirementinvestor.com

CATEGORY: ADVISORY SERVICES

General Information | Brokerage Information | Recommendations | Features |
Support | Additional Information

General Information TOP

Product/Service name: The Smart Retirement Investor E-lert Service
Price (start-up cost, annual fee, monthly fee, one-time cost, etc.): $49.95 annual fee
Brief service description: 

The E-lert Service is a proprietary, conservative mechanical approach to investing that takes emotion out of the decision-making aspect of providing for short-term, long-term, retirement or any goal of investing. The E-lert Service can be used in 401K plans, 453B plans, retirement plans, investing in index funds or leveraged index funds. It is the combination of trend following, seasonal and breakout analysis that provides the awesome long-term performance and major reduction in account draw downs.
This service is best suited for: 
  • General audience
  • Beginner interested in trading
  • Novice trader
  • Professional trader
Markets followed: 
  • Stocks
  • Mutual funds
  • Indices

Brokerage Information TOP

Brokerage services:  N/A
Minimum account size (ex. $2000): N/A
Base commission rate (ex. $19.95): N/A
Brief explanation of margin rates, if applicable: 

N/A
Are discretionary account management services offered? 
  • No

Recommendations TOP

Recommendations made: Daily
Recommendations made via: 
  • Email
Buy Recommendations: 
  • Short term
  • Long term
Sell Recommendations: 
  • Short term
  • Long term
Recommendations and research based on: 
  • Fundamental analysis
  • Technical analysis

Features TOP

Performance reports: Yes
Does this service offer futures and options trading? No
Charts:  N/A
Technical features:  N/A

Support TOP

Hours available for contact (EST): 8 AM to 5 PM
Support: 
  • Online help
  • Phone support
  • Newsletter via email

Additional Information TOP

Additional comments: 

The Smart Retirement Investor is dedicated to helping working men and women obtain the information they need for important decisions relating to investing in company retirement plans, 401K, 403B, Index Funds, Mutual Funds, and government pensions.

General Information | Brokerage Information | Recommendations | Features |
Support | Additional Information

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